Nickolas
Brait
Sage Private Wealth Group, LLC
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About this Advisor
Nickolas Brait is a certified financial planner working out of Villa Park, Illinois with a total of 9 years of industry experience. Brait is an advisor for Sage Private Wealth Group, LLC. During their career, the advisor has held roles at Raymond James Financial Services, Inc, Lasting Legacy, LTD, Raymond James Financial Services Advisors, Inc, South Prospect Partners LLC, 812 Busse Condo Association, Sage Private Wealth Group, South Prospect Partners, LLC and Oechsli Institute. Brait holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Sage Private Wealth Group, LLC is an advisory business based out of Villa Park, IL. The investment advisory business has a total of 13 advisors. It handles $286 million in assets between its 1,073 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,073 customer accounts, 21% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Sage Private Wealth Group, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Sage Private Wealth Group, LLC likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sage Private Wealth Group, LLC Brokerage Details
$286,360,262
13
1,073
$266,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Nickolas Brait Work History
Nickolas has been registered as a financial advisor for 9 years.*
Oechsli Institute
Sage Private Wealth Group
Sage Private Wealth Group
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
South Prospect Partners, LLC
South Prospect Partners LLC
812 Busse Condo Association
Lasting Legacy, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nickolas Brait to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sage Private Wealth Group, LLC
Villa Park, IL
Villa Park, IL
Villa Park, IL
Colorado Springs, CO
Villa Park, IL
Villa Park, IL
Villa Park, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
